Interact to see
Advertisement
Advertisement
JVTAX vs WCMLX
JVTAX vs WCMLX Comparison
Open Charts JVTAX vs WCMLX
JVTAX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVTAX vs. WCMLX commentary
Aug 20, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVTAX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.45B vs. WCMLX (53.1M). JVTAX (0.00) and WCMLX (0.00) have matching dividends . JVTAX was incepted earlier than WCMLX: JVTAX (15 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than JVTAX (1.04). WCMLX is a more actively managed with annual turnover of: 89.00 vs. JVTAX (24.00). JVTAX has a lower initial minimum investment than WCMLX: JVTAX (2500) vs WCMLX (100000). JVTAX (18.69) and WCMLX (18.19) have marching annual gain over last year. WCMLX return over 5 years is better than : 4.51 vs. JVTAX (-8.17).
| JVTAX | WCMLX | JVTAX / WCMLX | |
| Total Expense Ratio | 1.04 | 0.99 | 105% |
| Annual Report Gross Expense Ratio | 1.04 | 1.79 | 58% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 18.606 | 12.863 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 53.1M | 6,499% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.69 | 18.19 | 103% |
| Returns for 3 years | 32.98 | 35.28 | 93% |
| Returns for 5 years | -8.17 | 4.51 | -181% |
| Returns for 10 years | 46.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers